See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,459 | $72,277-20.5% | $101,248-43.2% | $79,858-28.0% |
| Participation rate | 78.6% | 68.5%+10.1pp | 75.8%+2.8pp | 69.6%+8.9pp |
| Annual return | 14.63% | 22.30%-7.7pp | 46.47%-31.8pp | 31.71%-17.1pp |
| Employer contribution / active EE | $2,064 | $2,692-23.3% | $3,660-43.6% | $2,471-16.5% |
| Participant deferral / active EE | $6,167 | $3,282+87.9% | $4,370+41.1% | $3,740+64.9% |
| Admin fee / account holder | $24 | $4,400-99.5% | $5,945-99.6% | $5,306-99.6% |